J.W. Cole Advisors’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

J.W. Cole Advisors’s Portfolio BDVL Stock Details BDVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+8,131	New	+$210K	﹤0.01%	1482

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

J.W. Cole Advisors's BDVL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Disciplined Volatility Equity Active ETF (BDVL) in Q2 2026: 8,131 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings.

101 funds tracked by Wall St. Rank hold BDVL as of Q2 2026.

J.W. Cole Advisors held 8,131 shares of iShares Disciplined Volatility Equity Active ETF worth $211K as of Q2 2026.
iShares Disciplined Volatility Equity Active ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares Disciplined Volatility Equity Active ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1482 holding.
101 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.